TurboTax is software that files based on the answers you enter.

A tax specialist provides strategy, accuracy, and protection—based on your full financial picture.

No. TurboTax only asks questions it’s programmed to ask. A tax specialist: • Identifies deductions and credits you didn’t know applied to you • Understands gray areas and elections software won’t flag • Adjusts strategy beyond just checking boxes

💡 Many people “file correctly” and still overpay.

It’s only as accurate as the information entered. Mistakes often happen with: • Multiple W-2s • Side income or new businesses • Mileage, write-offs, home office • Life changes like marriage or kids

A tax specialist reviews your return with trained eyes.

With TurboTax, you’re on your own.

With a tax specialist:

• Returns are reviewed to reduce red flags

• You get guidance or representation if the IRS has questions

• You’re not navigating issues alone

Bingo! Offering guidance in : • Filing status • Withholding strategies • Credits vs. deductions • Timing of income & expenses

📈 The goal isn’t just filing—it’s paying the least amount legally possible.

Absolutely—especially if you value peace of mind.

✔ No second-guessing

✔ No midnight Googling

✔ No wondering “Did I mess this up?”

✔ New business owners ✔ Self-employed or side hustlers ✔ W-2 employees with bonuses or multiple jobs ✔ Anyone planning for future tax years

Taxes aren’t just about this year—they’re about setting yourself up correctly going forward.